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Closing the gender superannuation gap
- PUBLISHED: 06 February 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice, Transition to Retirement
For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. With a staggering 40% of single retired women living in poverty, this article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised. Read All
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Quarterly economic update Sept – Dec 2021
- PUBLISHED: 14 January 2022
- - News
Following the come back of local state economies following lockdown has been met with Omicron (a new word for most of us) amidst a drop in unemployment Read All
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Financial planning for a family member with a disability
- PUBLISHED: 14 January 2022
- - Article
- - What is Financial Planning?, Investment & Financial Advice
How a planner could assist a family member with a disability Read All
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Make 2022 a financially healthy year
- PUBLISHED: 14 January 2022
- - Article
- - What is Financial Planning?, Investment & Financial Advice
Sensible tips for a better financial outcome in the year ahead Read All
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Significant changes to Income Protection Cover
- PUBLISHED: 20 October 2021
- - Article
A summary of the major changes being implemented on October 1, 2021 Read All
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6 members allowed in SMSF from July 1, 2021. Beware of unintended consequences
- PUBLISHED: 05 October 2021
- - Article
- - Self Managed Superannuation
You may not be aware that SMSF funds can now have up to 6 members (From 01/07/2021). Whilst this may appear to be a feasible option for extended family or business partners, Tony Zhang's article on Craig Day's technical update (Colonial First State) is interesting from an unintended consequences perspective. Greater care should be exercised around managing the fund's investment strategies and preferred outcomes for its original members. Read All
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The new Your Super Comparison Tool
- PUBLISHED: 03 September 2021
- - Article
- - What is Financial Planning?
The Australian Government tool, designed to assist you with better understanding your Superannuation investment choices. We have prepared a simple summary of how it works which will help you through the process Read All
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Is the Woolworths offer reasonable for people who are retired?
- PUBLISHED: 27 August 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice, Investor Retirement Visa
Woolworths has announced a $2B off-market buyback. Is this something you should be considering? Read All
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Client Question... How much can we spend in retirement?
- PUBLISHED: 07 August 2021
- - Article
- - What is Financial Planning?
Having spent most of our lives accumulating retirement savings, it is easy to understand why retirees are fearful of spending their hard-earned nest egg. This article explains how an adviser can help evaluate the likelihood of achieving your retirement goals, as well as minimising longevity risk. Written in the eyes of the client, it is an effective piece with a meaningful call to action. Read All
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Is it possible to continue renting in retirement?
- PUBLISHED: 07 August 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Investment & Financial Advice
As the cost of housing continues to rise in Australia, particularly in across the country's capital cities, retirees are becoming more likely to rent throughout retirement. And if retirees aren't renting, they may end up willing on an asset to beneficiaries that is not free of debt. This article compares the average incomes of Australian retirees and analyses how renting may impact their retirement lifestyle. Read All